R. Hugh Magill
Chief Fiduciary Officer

Suzanne Shier
Director of Wealth Planning & Tax Strategy

Julie J. Olenn
Tax Counsel

W. David Connell
Advisory Services Practice, West Region

 

Learn how to prepare clients to help them survive the fiscal cliff.



This video is provided for informational purposes only and does not constitute an offer or solicitation to purchase or sell any security or commodity. Any opinions expressed herein are subject to change at any time without notice. Information has been obtained from sources believed to be reliable, but its accuracy and interpretation are not guaranteed.